Qualified Opportunity Funds – Harvesting Prosperity February 2019

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Impact investing feb 2019

Understanding Impact Investing

Impact investing is a term you hear a lot these days. You may also hear people talking about socially responsible investing, and even ESG investing, which stands for environmental, social, and governance driven investing.

All of these terms describe the idea of “doing well by doing good” and more specifically speak to aligning your investment strategy with the socially or environmentally responsible causes that are most meaningful to you.  In fact, investors have reported that impact investing has made their experience more personally fulfilling.

In our recent Harvesting Prosperity newsletter, “Qualified Opportunity Funds. The latest way to do well by doing good.” we look at how Qualified Opportunity Funds provide a way for investors to be part of socially responsible investing while at the same time realizing return and valued tax incentives.

“Qualified Opportunity Funds invest in properties in economically distressed communities categorized as Qualified Opportunity Zones, which have been targeted for economic development.”

Zones are nominated by each state. Although Qualified Opportunity Funds provide you the opportunity to invest in economically challenged or declining areas that are geographically near you, you are not limited as to where you choose to invest.

As you’ll read in our newsletter, these funds are usually set up as partnerships or corporations and can involve a range of different property types including multi-family homes, single-family homes, or start up businesses. The newsletter even takes you through two scenarios as case studies that show the potential benefits of Qualified Opportunity Funds as part of your investment strategy.

Click here to download the newsletter as a PDF.

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Qualified opportunity funds - harvesting prosperity february 2019

Financial Harvest Wealth Advisors Team

info@financialharvest.com

The Financial Harvest Wealth Advisory team is dedicated to helping address the unique financial planning needs of each family, business, or individual that we have the privilege to serve. Our team members are focused on client success and helping our clients realize their most significant and meaningful life goals.

Financial Harvest Wealth Advisors creates a safe environment in our office for visiting clients by practicing social distancing, wearing masks, and we have installed UV lights in our A/C system. Or, we'll work with you via Zoom or telephone conference. Your health, well-being, and peace of mind is our primary concern. 
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